| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
4
1
2
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.07 | 6.47 | -2.4 |
| Stocks | 55.1 | 0.0 | 55.1 |
| Bonds | 9.19 | 0.0 | 9.19 |
| Other | 2.19 | 0.36 | 1.83 |
| Foreign Bonds | 5.58 | 0.95 | 4.63 |
| Foreign Stocks | 30.7 | 0.22 | 30.48 |
| Convertible | 0.08 | 0.0 | 0.08 |
| Preferred | 1.09 | 0.0 | 1.09 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Principal LargeCap Growth I Inst | 12.38 |
| Principal Large Cap Value I Inst | 11.84 |
| Principal Diversified Intl Inst | 8.43 |
| Principal Overseas Instl | 7.78 |
| Principal Large Cap S&P 500 Index Inst | 7.7 |
| Principal Large Cap Value Inst | 6.62 |
| Principal Global Real Estate Sec Inst | 5.29 |
| Principal Large Cap Growth Inst | 5.12 |
| Principal Intl Emerging Markets Inst | 4.32 |
| Principal MidCap Growth III Inst | 3.3 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | PTDAX |
|---|---|
| AAA | 50.65 |
| AA | 7.4 |
| A | 5.38 |
| BBB | 13.98 |
| BB | 8.78 |
| B | 9.14 |
| Below B | 3.61 |
| Other | 1.08 |
